State Street Utilities Select Sector SPDR ETF
XLU
610 hedge funds and large institutions have $8.66B invested in State Street Utilities Select Sector SPDR ETF in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 202 increasing their positions, 182 reducing their positions, and 37 closing their positions.
141% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 37
15% more funds holding in top 10
Funds holding in top 10: 26 → 30 (+4)
11% more repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 182
9% more funds holding
Funds holding: 562 → 610 (+48)
2.93% more ownership
Funds ownership: 226.09% → 229.02% (+2.9%)
3% more capital invested
Capital invested by funds: $8.37B → $8.66B (+$290M)
17% less call options, than puts
Call options by funds: $802M | Put options by funds: $964M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$557M |
| 2 |
JP Morgan Chase
New York
|
+$176M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$83.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$81.7M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$70.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$900M |
| 2 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
-$89.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$89.1M |
| 4 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$72.8M |
| 5 |
SG Americas Securities
New York
|
-$34.2M |
XLU Hedge Fund Activity: Q3 2018 in Review
610 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q3 2018, worth a combined $8.66B — up 3.5% from $8.37B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new XLU positions and 37 closed out — a net gain of 52 holders — while 202 added to existing stakes and 182 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $557M. The largest seller was Goldman Sachs, cutting an estimated $900M.
- 610 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q3 2018, up from 562 in Q2 2018.
- Funds reported $8.66B of State Street Utilities Select Sector SPDR ETF stock for Q3 2018, up 3.5% quarter-over-quarter.
- 89 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q3 2018 and 37 closed out, a net change of +52 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q3 2018 was Morgan Stanley, an estimated $557M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q3 2018 was Goldman Sachs, an estimated $900M sold.
Based on aggregated 13F filings for Q3 2018.